Preparing for End of Year Tax Summaries (U.S. based Organizations)

This article is an overview containing direct links to all articles on the topic of Year-End tax summary creation inside of Kindful. 


Kindful offers a handful of ways to get your tax summaries completed, and below, you can find links to all of our articles. Please visit each article to learn more about how to best utilize this tool.

Linked Articles:

Best Practices When Preparing Tax Summaries

How to Send Tax Summaries Using Kindful's built-in Tool

Tax Summaries Tool – FAQ

Generating Year End Tax Summary Letters (for mailing)

Send Letters to Just Contacts Who Have Given a Certain Amount

VIDEO: Tax Summary Tool

Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 


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